VANGUARD BD INDEX FDS's ticker is VUSB and the CUSIP is 92203C303. A total of 6 filers reported holding VANGUARD BD INDEX FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,060,979 | +1.4% | 21,569 | +1.3% | 0.38% | +3.6% |
| Q2 2023 | $1,046,321 | +3.7% | 21,284 | +3.9% | 0.36% | +2.8% |
| Q1 2023 | $1,008,928 | +37.7% | 20,490 | +37.0% | 0.36% | +37.6% |
| Q4 2022 | $732,893 | +0.1% | 14,957 | +0.0% | 0.26% | -7.9% |
| Q3 2022 | $732,000 | +192.8% | 14,956 | +193.8% | 0.28% | +229.4% |
| Q2 2022 | $250,000 | -58.9% | 5,090 | -58.7% | 0.08% | -50.6% |
| Q1 2022 | $609,000 | – | 12,339 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Grant Street Asset Management, Inc. | 885,333 | $43,381,314 | 18.72% |
| Wharton Business Group, LLC | 6,240,474 | $305,783 | 17.73% |
| Fortis Advisors, LLC | 241,502 | $11,833,614 | 9.01% |
| Verus Financial Partners, Inc. | 1,310,128 | $64,510,682 | 8.88% |
| Avion Wealth | 547,528 | $26,801 | 8.34% |
| TruWealth Advisors, LLC | 1,564,277 | $76,649,584 | 7.48% |
| Kathmere Capital Management, LLC | 1,525,030 | $74,879,646 | 6.41% |
| MONUMENTAL FINANCIAL GROUP INC. | 158,731 | $7,778 | 6.28% |
| Colony Family Offices, LLC | 292,254 | $14,320,446 | 5.96% |
| Manchester Capital Management LLC | 670,452 | $32,852,148 | 4.83% |